Position in MO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$5,466,741
+$1,640,887 QoQ
Shares Held
82,842
+24.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $1,278,488 across 1 Tobacco name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
7,067 | $1,278,488 |
All Filings in MO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,466,741 | 82,842 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,825,854 | 66,352 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,346,796 | 50,663 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,030,524 | 51,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,039,772 | 50,646 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,220,494 | 42,465 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,231,306 | 27,032 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,300,224 | 29,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,370,631 | 33,977 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,318,561 | 31,357 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,373,993 | 30,331 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,683,913 | 37,739 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,627,366 | 35,602 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,445,321 | 35,793 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,228,162 | 29,403 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,509,763 | 28,895 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,264,222 | 26,677 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,249,614 | 27,452 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,346,053 | 28,231 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,454,989 | 28,440 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,261,160 | 30,760 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,138,411 | 29,462 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,039,771 | 26,491 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $947,298 | 24,497 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||